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Schwab US REIT ETF
SCHH

53 hedge funds and large institutions have $116M invested in Schwab US REIT ETF in 2013 Q2 according to their latest regulatory filings, with 53 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

41.53% more ownership

Funds ownership: 0% → 41.53% (+42%)

Holders
53
Holders Change
+53
Holders Change %
–
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
53
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$52.1M +$54.7M +3,248,704 New
3AM
2
3D Asset Management
Connecticut
$11.3M +$11.8M +701,808 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$6.89M +$7.23M +429,832 New
AI
4
Atria Investments
North Carolina
$5.29M +$5.55M +329,658 New
Charles Schwab
5
Charles Schwab
California
$4.3M +$4.54M +269,688 New
HighTower Advisors
6
HighTower Advisors
Illinois
$3.81M +$4M +237,552 New
VCM
7
Vigilant Capital Management
Maine
$3.55M +$3.72M +221,080 New
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$2.99M +$3.14M +186,352 New
NSAM
9
North Star Asset Management
Wisconsin
$2.76M +$2.9M +172,052 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.58M +$2.7M +160,638 New
PMG
11
ProVise Management Group
Florida
$2.33M +$2.44M +145,182 New
CS
12
Credit Suisse
Switzerland
$1.73M +$1.81M +107,700 New
SG
13
Swarthmore Group
Pennsylvania
$1.73M +$1.81M +107,750 New
GA
14
Gateway Advisory
New Jersey
$1.73M +$1.81M +107,516 New
MAS
15
Madden Advisory Services
Florida
$1.6M +$1.68M +99,742 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.53M +$1.6M +95,318 New
LYV
17
Live Your Vision
Pennsylvania
$1.4M +$1.44M +85,556 New
AA
18
Apriem Advisors
California
$1.1M +$1.15M +68,374 New
BSB
19
Bangor Savings Bank
Maine
$977K +$1.02M +60,880 New
CMP
20
Courage Miller Partners
Virginia
$910K +$955K +56,718 New
SSWM
21
Sheets Smith Wealth Management
North Carolina
$827K +$868K +51,582 New
BCMO
22
Buckingham Capital Management (Ohio)
Ohio
$538K +$565K +33,550 New
BCI
23
Brinker Capital Investments
Pennsylvania
$433K +$454K +26,996 New
AA
24
Alesco Advisors
New York
$396K +$416K +24,718 New
WSTAM
25
Wilbanks Smith & Thomas Asset Management
Virginia
$364K +$382K +22,700 New
1
2 3

SCHH Hedge Fund Activity: Q2 2013 in Review

53 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Schwab US REIT ETF (SCHH) for Q2 2013, worth a combined $116M.

Buyers outnumbered sellers: 53 funds opened new SCHH positions and 0 closed out — a net gain of 53 holders — while 0 added to existing stakes and 0 trimmed.

  • 53 institutional investors held Schwab US REIT ETF (SCHH) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $116M of Schwab US REIT ETF stock for Q2 2013.
  • 53 funds opened new Schwab US REIT ETF positions in Q2 2013 and 0 closed out, a net change of +53 holders.

Based on aggregated 13F filings for Q2 2013.